OpenAI is forecasting a major shift in the next five years around who it gets most of its computing power from, The Information reported on Friday. By 2030, OpenAI expects to get three-quarters of its data center capacity from Stargate, a project that’s expected to be heavily financed by SoftBank, one of OpenAI’s newest financial […]
Microsoft could end up with substantial equity in the restructured, for-profit OpenAI
How much equity in OpenAI will Microsoft get once the former becomes a for-profit company? That’s the multi-billion-dollar question — one the two parties are racing to answer ahead of a two-year deadline. The Wall Street Journal reports that both Microsoft and OpenAI have hired investment banks to negotiate Microsoft’s equity — which could be […]
The surprising way OpenAI could get out of its pact with Microsoft
The New York Times on Thursday published a look at the “fraying” relationship between OpenAI and its investor, partner, and, increasingly, rival, Microsoft, reporting their five-year romance has cooled owing to financial pressure on OpenAI, the limited computing power Microsoft is providing OpenAI, and disagreements between the two about ground rules. Most fascinating perhaps is […]
Microsoft said it lost weeks of security logs for its customers’ cloud products
Microsoft has notified customers that it’s missing more than two weeks of security logs for some of its cloud products, leaving network defenders without critical data for detecting possible intrusions. According to a notification sent to affected customers, Microsoft said that “a bug in one of Microsoft’s internal monitoring agents resulted in a malfunction in […]
Marc Benioff warns that AI, while useful, is overhyped and partly blames Microsoft
One of the tech industry’s biggest hype men, Salesforce CEO Marc Benioff, wants you to know that he is psyched about generative AI, but even he doesn’t think it can do what its biggest proponents say it will do. And he (not surprisingly) blames Microsoft. A month after Salesforce’s enormous tech conference, Dreamforce, during which […]